For Dynamics 365 F&O teams

From requirement to tested X++ — in your model, your toolchain, your review.

TSE-Assistant, an AI engineering assistant for D365 F&O. It reads the requirement, studies the real implementation, writes the change, builds it, fixes the errors, runs the best-practice checks and proves it with tests — with a review gate on every write, or fully automatic when you choose.

Developers: Copilot in Visual Studio and VS Code, Cursor, Claude · Company consultants: nothing to install — Sofia in the dashboard, Teams or Slack, once your admin switches her on

Local-first by default

The developer tools and the installed Sofia app work on your machines; we never store your source code. Sofia in Teams, Slack and the dashboard, TSE's LLM and the published index are options your admin turns on.

Sofia in Teams, Slack and the dashboard

When your admin switches her on. She runs on our servers, on the model your admin allows; conversations, memories and documents are stored for your account.

IDE audit is value-free

Tool, seat, time and an argument fingerprint — never the arguments. 90 days for reads, 180 for changes.

Exactly what each one sends and keeps, in a table →

One assistant, three jobs

Every capability runs through governed, audited tools — grounded in your environment, never in guesses.

Develop

The whole implementation loop — not just code suggestions

  • Studies the existing implementation, standard and custom, before it touches anything.
  • Writes into your model and your Visual Studio project, with a Change ID and a full reverse diff on every apply.
  • Compiles through the real toolchain, reads the errors, fixes and rebuilds; then best-practice checks and SysTest classes in your test model.
All 12 steps in detail →
Support & functional

Answers and evidence — without waiting on a developer

  • Who can do what — the roles, duties and privileges behind a task.
  • Which tables, fields and classes a process uses.
  • A functional design document from a requirement you attach (consultant seats).
  • Drop in a screenshot of an error and get grounded guidance.
Meet Sofia → In the installed app: live data lookups; proposed record changes on a consultant seat, applied after your confirmation; comparing two environments' custom objects.
Govern

The same rules for every seat and every client

  • Seat tiers decide which tools a person has.
  • Change records by name only — which objects and models, never values.
  • The activity audit exports as CSV, for billing evidence.
How governance works →
Sofia, the functional assistant of TSE-Assistant

Meet Sofia

SofiaAI assistant · part of TSE-Assistant

Sofia is an AI assistant that answers in plain business language from your environment's published index — its metadata, security and label texts — and shows her sources. Company consultants and super-users use her in the dashboard, in Microsoft Teams once your Teams admin has added the app, or in Slack once your admin has connected the workspace, with nothing to install. On a consultant seat she also turns a requirement into a functional design document. Super-user seats are read-only; a consultant seat can also propose record changes that you confirm, in the installed app.

Two ways in, depending on the seat

Company consultants and super-users open Sofia; developers and individual plans install once.

Company consultants & super-users

Nothing to install

  1. Your admin invites you

    A mail with the dashboard link.

  2. Sign in to the dashboard once

    With Microsoft; this accepts the invite.

  3. Ask Sofia there, in Teams or in Slack

    Pick the environment; the same conversations, memories and documents everywhere. She answers once your admin has switched her on under Configuration → Sofia.

Developers and individual plans

One install on the machine

  1. Sign in & pick your tier

    Individuals sign in with GitHub or Microsoft and start a 16-day trial — no card. Team members sign in with Microsoft SSO; their admin's registration token activates the install.

  2. Run the installer

    A self-contained download bundles everything. On a dev box it indexes your PackagesLocalDirectory and wires up your IDEs automatically, merging with any MCP servers you already have. Close Visual Studio first; the Product page has the details.

  3. Ask in the client you already use

    Open Copilot or Claude in agent mode and ask about CustTable, scaffold a CoC extension, or trace a relation. An individual consultant runs Sofia in the installed app, on their own AI key.

Tested against a real D365 dev environment, including by an adversarial AI tester — reads, writes, builds, syncs and test runs verified against exact repros.

Get started

Pick the path that fits you.

Just me

For independent consultants & contractors. Sign in, pick add-ons, start a 16-day free trial. No admin, no card to start.

Continue with GitHub Continue with Microsoft

After sign-in you choose add-ons and get an activation code for the installer. You are asked to accept the Terms and the Privacy notice before the trial starts.

For teams

My team or company

Central seats, a shared dashboard, Sofia in Teams, Slack and the dashboard, audit and team instruction packs. A 30-day free trial.

Register your company

Sign in with your Microsoft work account; a company that is new to us gets the registration form, and you accept the Terms and the Privacy notice there. Already have a seat? Open the dashboard.